CIK: 0001736648
申告総資産額
$11.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 27.62% | — | +4.16% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.60% | — | +5.27% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.46% | — | +5.93% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 7.84% | — | +3.44% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.11% | — | +2.96% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.65% | — | +3.83% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 6.60% | — | +3.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.93% | — | +1.98% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.57% | — | +1.54% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 2.52% | — | +2.01% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.39% | — | +2.61% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.33% | — | +3.44% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.06% | — | +4.78% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.50% | — | +5.49% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.42% | — | -0.98% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.28% | — | -1.04% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | +1.69% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.20% | — | +0.93% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | — | -15.38% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | -4.45% | |
| 21 | D | Dominion Energy INC | 株式-公益事業 | 0.12% | — | -5.95% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | — | +2.82% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.09% | — | -4.01% | |
| 24 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.09% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | — | -46.23% | |
| 26 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.08% | — | +0.49% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.08% | — | +6.40% | |
| 28 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.08% | — | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.08% | — | +2.06% | |
| 30 | LDOS | Leidos Holdings INC | 株式-IT | 0.07% | — | +26.85% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.07% | — | — | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.06% | — | +0.93% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.06% | — | +20.29% | |
| 34 | FSKR | Fs Kkr Capital CORP Ii | 株式-その他 | 0.05% | — | -18.77% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.05% | — | — | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.05% | — | — | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.05% | — | -3.19% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.05% | — | +18.48% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.04% | — | +19.07% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.04% | — | +6.08% | |
| 41 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.04% | — | +12.25% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.04% | — | -1.51% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.04% | — | +0.05% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.04% | — | — | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.04% | — | -5.13% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.04% | — | +22.33% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.04% | — | +0.71% | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.04% | — | +17.52% | |
| 49 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.04% | — | +23.76% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.04% | — | — |